Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-487- 15.6% |
$93.9K - $108K
|
2.64K
$572K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-501- 6.33% |
$96.6K - $111K
|
7.41K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-503- 6.38% |
$97K - $112K
|
7.38K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-513- 1.82% |
$98.9K - $114K
|
27.7K
$6.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-518- 5.92% |
$99.9K - $115K
|
8.23K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-525- 3.38% |
$101K - $117K
|
15K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-542- 0.48% |
$105K - $120K
|
112K
$24.2M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-544- 4.32% |
$105K - $121K
|
12.1K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-577- 7.99% |
$111K - $128K
|
6.64K
$1.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-604- 29.93% |
$116K - $134K
|
1.41K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-608- 49.11% |
$117K - $135K
|
630
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-617- 62.45% |
$119K - $137K
|
371
$80.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-625- 5.48% |
$121K - $139K
|
10.8K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-630- 3.19% |
$121K - $140K
|
19.1K
$4.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-636- 10.77% |
$123K - $141K
|
5.27K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-660- 2.07% |
$127K - $147K
|
31.3K
$6.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-673- 27.17% |
$130K - $149K
|
1.8K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-713- 32.71% |
$137K - $158K
|
1.47K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-747- 18.79% |
$144K - $166K
|
3.23K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-801- 2.4% |
$154K - $178K
|
32.6K
$7.08M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-805- 4.1% |
$155K - $179K
|
18.8K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-822- 6.14% |
$158K - $183K
|
12.6K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-831- 3.2% |
$160K - $185K
|
25.1K
$5.46M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-835- 11.5% |
$161K - $185K
|
6.42K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-845- 4.52% |
$163K - $188K
|
17.9K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-856- 0.93% |
$165K - $190K
|
91.4K
$19.9M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-905- 38.28% |
$175K - $201K
|
1.46K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-923- 3.15% |
$178K - $205K
|
28.4K
$6.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-927- 3.21% |
$179K - $206K
|
28K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-979- 16.53% |
$189K - $217K
|
4.94K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-986- 6.41% |
$190K - $219K
|
14.4K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.01K- 1.33% |
$195K - $224K
|
75K
$16.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.01K- 48.54% |
$196K - $225K
|
1.08K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.05K- 3.7% |
$201K - $232K
|
27.2K
$5.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.06K- 1.98% |
$203K - $234K
|
52.3K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.07K- 22.43% |
$206K - $237K
|
3.69K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.12K- 31.41% |
$217K - $250K
|
2.46K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.13K- 2.8% |
$218K - $251K
|
39.3K
$8.52M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.17K- 1.22% |
$225K - $259K
|
94.7K
$20.6M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.17K- 28.37% |
$226K - $261K
|
2.96K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.21K- 4.53% |
$234K - $269K
|
25.5K
$5.54M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.23K- 14.0% |
$237K - $273K
|
7.54K
$1.64M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.25K- 40.97% |
$240K - $277K
|
1.79K
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.26K- 42.2% |
$243K - $280K
|
1.73K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.32K- 9.37% |
$255K - $293K
|
12.8K
$2.77M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.32K- 41.76% |
$255K - $294K
|
1.85K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-1.41K- 4.74% |
$271K - $313K
|
28.3K
$6.15M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 23.53% |
$277K - $319K
|
4.66K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.49K- 11.41% |
$287K - $330K
|
11.5K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 11.68% |
$287K - $331K
|
11.3K
$2.45M
|